Self-Invested Personal Pension (SIPP)
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A Self-Invested Personal Pension is a great choice for people who wat to take ownership and control over their pension savings and investments. But it can help to talk things through before you open a SIPP.
What will be discussed on the call
During your telephone appointment you will get answers to your questions, but you won’t get personal advice on what’s right for you. We’ll talk through the risks and benefits of this type of pension, and explain:
- How a SIPP works and who can open one
- How to open a SIPP (cash or transfer)
- What investment strategies to consider
- When is tax relief added to a SIPP
- What happens to a SIPP on death and SIPP withdrawal rules
The HL Self-Invested Personal Pension allows me to buy and sell investments with ease, particularly through the app which is excellent.Mr Adlam
Important information: A SIPP is designed for those happy to make their own investment decisions. The value of investments can rise and fall, so it’s possible to get back less than you put in. Pension and tax rules can change, and benefits will depend on your circumstances. The minimum pension age is currently 55 (rising to 57 from 2028). Make sure you check exit fees with your current provider and that you won’t lose any valuable benefits before transferring. If you’re not sure what’s right for you, seek advice.
Important information: Make sure you check exit fees with your current provider and that you won’t lose any valuable benefits before transferring. A SIPP is designed for those happy to make their own investment decisions. The value of investments can rise and fall, so it’s possible to get back less than you put in. Pension and tax rules can change, and benefits will depend on your circumstances. You can usually take money from a pension from age 55 (rising to 57 from 2028). Seek advice if you’re not sure what’s right for your needs.